MDMTX Mutual Fund

NAV$10.30

Returns Overview

1 Month
+1.40%
3 Months
+3.27%
6 Months
+3.24%
YTD
+3.24%
1 Year
+7.43%
3 Years (annualized)
+4.47%
5 Years (annualized)
+0.51%
10 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDMTX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Municipal Bond Investment Grade Index(^SPMBIGI)
This Mutual Fund (YTD)
+3.24%
Peer Avg (YTD)
+1.79%
vs Peers
+1.46%

MDMTX Mutual Fund Performance

MDMTX performance across multiple time periods: 1-month 1.40%, YTD 3.24%, 1-year 7.43%, 3-year 4.47%, 5-year 0.51%, 10-year 1.92%.

MDMTX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

MDMTX performance comparison shows side-by-side returns with another fund. MDMTX alternatives are available in the Mutual Fund Screener.